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CBARX vs RLBAX
CBARX vs RLBAX Comparison
Open Charts CBARX vs RLBAX
Calvert Balanced R6
Price$48.72
Change+$0.13 (+0.27%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R1
Price$37.34
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
CBARX vs RLBAX Comparison Chart in %
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CBARX vs. RLBAX commentary
Aug 30, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CBARX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 255B vs. CBARX (1.43B). CBARX pays higher dividends than RLBAX: CBARX (1.53) vs RLBAX (1.17). CBARX was incepted earlier than RLBAX: CBARX (7 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than CBARX (0.61). CBARX is a more actively managed with annual turnover of: 153.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than CBARX: RLBAX (250) vs CBARX (5000000). RLBAX (7.23) and CBARX (7.09) have marching annual gain over last year. CBARX return over 5 years is better than : 35.51 vs. RLBAX (33.12).
| CBARX | RLBAX | CBARX / RLBAX | |
| Total Expense Ratio | 0.61 | 1.31 | 47% |
| Annual Report Gross Expense Ratio | 0.61 | 1.31 | 47% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 7.558 | 10.068 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 255B | 1% |
| Annual Yield % from dividends | 1.53 | 1.17 | 131% |
| Returns for 1 year | 7.09 | 7.23 | 98% |
| Returns for 3 years | 39.12 | 32.96 | 119% |
| Returns for 5 years | 35.51 | 33.12 | 107% |
| Returns for 10 years | N/A | 66.60 | - |
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